Montana Online Open Transaction Coordination File

Your Information1

You Represent

Type of Transaction

Service Request Type

Used Us Before?

First Name

Last Name

Cell

Phone

Company

Office Number

Broker/Office Mgr.

Broker/Office Mgr. Email

PLEASE NOTE: you can upload your documents and we will fill the rest of this form for you, but it is appreciated if you complete the form.

Other Agent Information

(if you are representing both the buyer and seller there is no need to fill this out)

First Name

Last Name

Cell

Phone

Company

Office Number

Broker/Office Mgr.

Broker/Office Mgr. Email

Property Information

Address (number, street, and unit or suite no.)

City

State

Zip

Sale Price

What type of Property?

HOA Company (if there is one)

HOA Phone

Seller Information

Seller 1 First Name

Seller 1 Last Name

Cell

Phone

Seller 2 First Name

Seller 2 Last Name

Cell

Phone

Buyer Information

Buyer 1 First Name

Buyer 1 Last Name

Cell

Phone

Buyer 2 First Name

Buyer 2 Last Name

Cell

Phone

Lender Information

Lender Company

Loan Officer

Phone

Cell

Escrow Information

Company

Escrow Officer

Phone

Cell

Title Information

Company

Title Rep

Phone

Cell

Home Warranty Information

Company

Home Warranty Rep

Phone

Cell

Notes

(If there is anything specific we need to know, please put here)

Attachments

Please attached the contract and any other pertinent items we need here.

Sign Here

Agreement to Terms and Conditions: If we change our policy or procedures, we will notify you immediately. THERE IS NO UPFRONT RETAINER DUE AND IF THE PROPERTY IS NOT SOLD, THERE WILL NOT BE ANY FEE PAID TO REAL ESTATE PAPER PUSHERS. Our fees are on the fee page of the website. Real Estate Paper Pushers will be paid through escrow immediately upon closing.

Signature of Agent

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